Private Client Relationship Associate
Current
May 2017 - Present
AeroLeads people directory · profile
Will Marty Email & Phone Number
Private Client Relationship Associate
at
Brown Advisory
1 work email found
@brownadvisory.com
LinkedIn matched
✓ Verified May 2026
4 data sources
Profile completeness 100%
Current company
Role
Private Client Relationship Associate
Location
Washington, District Of Columbia, United States
Company size
Who is Will Marty? Overview
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Quick answer
Will Marty is listed as Private Client Relationship Associate at Brown Advisory, a company with 739 employees, based in Washington, District Of Columbia, United States. AeroLeads shows a work email signal at brownadvisory.com and a matched LinkedIn profile for Will Marty.
Will Marty previously worked as Analyst at Genspring Family Offices and Associate at Morgan Keegan & Company, Inc.. Will Marty holds Bachelor Of Arts - Ba from University Of Tennessee, Knoxville.
Company email context
Email format at Brown Advisory
This section adds company-level context without repeating Will Marty's masked contact details.
{first_initial}{last}@brownadvisory.com
89% confidence
AeroLeads found 1 current-domain work email signal for Will Marty. Compare company email patterns before reaching out.
Profile bio
About Will Marty
Will Marty is a Private Client Relationship Associate at Brown Advisory. He possess expertise in returns, credit cards, expenses, sales, finance and 75 more skills.
Listed skills include Returns, Credit Cards, Expenses, Sales, and 76 others.
Current workplace
Will Marty's current company
Company context helps verify the profile and gives searchers a useful next step.
Brown Advisory
5 roles
Will Marty work experience
A career timeline built from the work history available for this profile.
Analyst
Genspring Family Offices
-Proactively help support an office with a client load of around $1.2 billion assets under management by handling all management, trading in portfolios, account maintenance, and all other ad hoc requests as needed -Responsible for assisting in the coordination and delivery of GenSpring’s services to client families -Analyze complex financial information in.
Associate
Morgan Keegan & Company, Inc.
-Responsible for the day-to-day account operations for over 350 clients-Research, gather, and coordinate financial data from multiple, external sources for inclusion in reports and presentations-Perform daily portfolio transactions including, but not limited to, the following: fixed income, equity, and option trades for client portfolios-Proactively.
Jan 2010 - May 2011
Financial Services Specialist
-Strengthened client relationships by identifying cross-sell opportunities through client profiling-Resolved customer issues through either direct action or referral to an alternative bank resource
Jul 2009 - Feb 2010
Investment Banking Intern
Morgan Keegan & Company, Inc.
May 2008 - Nov 2008
Team & coworkers
Colleagues at Brown Advisory
Other employees you can reach at brownadvisory.com. View company contacts for 739 employees →
CR
Charlie Ratcliffe
Colleague at Brown Advisory
Pikesville, Maryland, United States, United States
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OK
Owen Kulig
Colleague at Brown Advisory
Washington, District Of Columbia, United States, United States
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SS
Sophie S.
Colleague at Brown Advisory
United States, United States
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WB
Walter Beckett
Colleague at Brown Advisory
London, England, United Kingdom, United Kingdom
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PS
Porter Schutt
Colleague at Brown Advisory
Wilmington, Delaware, United States, United States
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TW
Tricia Willertz
Colleague at Brown Advisory
Baltimore City County, Maryland, United States, United States
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TA
Ty Andrews
Colleague at Brown Advisory
Lutherville-Timonium, Maryland, United States, United States
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LR
Laura Russell
Colleague at Brown Advisory
Baltimore City County, Maryland, United States, United States
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CH
Christian Hall
Colleague at Brown Advisory
Baltimore, Maryland, United States, United States
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CW
Chandress Williams, Cpwa®
Colleague at Brown Advisory
Austin, Texas, United States, United States
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Charlie Ratcliffe
Colleague at Brown Advisory
Pikesville, Maryland, United States, United States
View →
OK
Owen Kulig
Colleague at Brown Advisory
Washington, District Of Columbia, United States, United States
View →
SS
Sophie S.
Colleague at Brown Advisory
United States, United States
View →
WB
Walter Beckett
Colleague at Brown Advisory
London, England, United Kingdom, United Kingdom
View →
PS
Porter Schutt
Colleague at Brown Advisory
Wilmington, Delaware, United States, United States
View →
TW
Tricia Willertz
Colleague at Brown Advisory
Baltimore City County, Maryland, United States, United States
View →
TA
Ty Andrews
Colleague at Brown Advisory
Lutherville-Timonium, Maryland, United States, United States
View →
LR
Laura Russell
Colleague at Brown Advisory
Baltimore City County, Maryland, United States, United States
View →
CH
Christian Hall
Colleague at Brown Advisory
Baltimore, Maryland, United States, United States
View →
CW
Chandress Williams, Cpwa®
Colleague at Brown Advisory
Austin, Texas, United States, United States
View →
1 education record
Will Marty education
FAQ
Frequently asked questions about Will Marty
Quick answers generated from the profile data available on this page.
What company does Will Marty work for?
Will Marty works for Brown Advisory.
What is Will Marty's role at Brown Advisory?
Will Marty is listed as Private Client Relationship Associate at Brown Advisory.
What is Will Marty's email address?
AeroLeads has found 1 work email signal at @brownadvisory.com for Will Marty at Brown Advisory.
Where is Will Marty based?
Will Marty is based in Washington, District Of Columbia, United States while working with Brown Advisory.
What companies has Will Marty worked for?
Will Marty has worked for Brown Advisory, Genspring Family Offices, Morgan Keegan & Company, Inc., and Regions Financial Corporation.
Who are Will Marty's colleagues at Brown Advisory?
Will Marty's colleagues at Brown Advisory include Charlie Ratcliffe, Owen Kulig, Sophie S., Walter Beckett, and Porter Schutt.
How can I contact Will Marty?
You can use AeroLeads to view verified contact signals for Will Marty at Brown Advisory, including work email, phone, and LinkedIn data when available.
What schools did Will Marty attend?
Will Marty holds Bachelor Of Arts - Ba from University Of Tennessee, Knoxville.
What skills is Will Marty known for?
Will Marty is listed with skills including Returns, Credit Cards, Expenses, Sales, Finance, Financial Regulation, Business Administration, and Data Profiling.
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